Filip - Yield & Airdrops

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Filip - Yield & Airdrops

Filip - Yield & Airdrops

@FilipAirdrop

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Katılım Ekim 2023
3.1K Takip Edilen4.5K Takipçiler
CK Capital
CK Capital@CKCapitalxx·
All of X is on $HLIT now. Are we gonna run to $30????
PhotonBull@PhotonBull

$HLIT looks interesting here. My thoughts from initial DD: Harmonic is selling its slower video unit to MediaKind for 145m cash, leaving a clean pure play on virtual cable access. Broadband revenue up 43 percent year over year, backlog up 87 percent to 582m, full year guidance raised. Around 1.65B cap, roughly 100m cash, about 5x EV sales, and buying back stock right as DOCSIS 4.0 ramps. The dilutive segment walks out the door at the inflection. What is left is the cOS business, a software defined platform that virtualizes the cable modem termination system. Instead of operators bolting in more proprietary hardware, Harmonic runs the access network in software, which collapses space and power in the headend, breaks the old hardware upgrade cycle and cuts total cost of ownership. The platform is already live with 150 customers serving 45.7 million cable modems, it is expanding across every tier 1 account, and it now carries DOCSIS 4.0 wins plus a growing fiber and FTTH attach. So post sale you own the leading independent vCMTS vendor, net cash, growing high double digits, riding the operator shift to distributed access architecture and DOCSIS 4.0, with the loss making video drag gone and management already returning capital. Might be difficult for some to buy into the hype, and I would recommend to only buy if you believe in the thesis long term. Do not chase stocks you don't want to hold!! Disclaimer: Long $HLIT, NFA

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Filip - Yield & Airdrops
Filip - Yield & Airdrops@FilipAirdrop·
@CKCapitalxx @filamentico Regardless of luck, if someone researches properly and find good pairs, and even if he's unlucky at start, consistently finding good stuff will make him profit good, so luck isn't as important as lazy people think
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CK Capital
CK Capital@CKCapitalxx·
@filamentico it definitely can be a lot of luck. But i think a lot of it is looking where the whales aren’t. as we saw this week we had many of our stocks run 20%-80%
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CK Capital
CK Capital@CKCapitalxx·
The stock market is infinite. There is always something undervalued sitting somewhere that the majority of people have not found yet. Always. Without exception. That is the entire game. Not chasing what is already running. Finding what is about to be discovered before everyone else does. The best investors are not smarter. They just look where nobody else is looking. That is all this is.
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CK Capital
CK Capital@CKCapitalxx·
hmmmmmm. did you listen anon? $BB $NOK
CK Capital tweet mediaCK Capital tweet media
CK Capital@CKCapitalxx

Two companies everyone wrote off as dead phone makers are quietly becoming some of the most interesting defense and AI plays on the market. $BB and $NOK. Both dismissed for years. Both completely unrecognizable from what they used to be. BlackBerry gave up on hardware entirely and became a pure play cybersecurity and embedded software company. Their QNX operating system runs in over 255 million vehicles on earth. Every major automaker uses it. It is the foundational software layer of autonomous driving and connected vehicle infrastructure. Their Cylance AI cybersecurity division is now deployed inside US government agencies and Fortune 500 companies. The phone company is gone. What replaced it is mission critical software that runs inside the most important systems in the world. Nokia went in a completely different direction and the transformation is just as dramatic. A year ago $NOK was sub $5 and everyone had moved on. Today Nokia is inside Nvidia's AI-RAN stack running Blackwell GPUs directly at cell towers. Jensen Huang called it Robotic AI Radio. T-Mobile is deploying it. Every tower in that program becomes an AI compute node at the network edge. Then Nvidia invested $1 billion directly into Nokia and Jensen joined the board. Then the Infinera acquisition gave Nokia a hyperscaler optical backbone business supplying the fiber connecting every major data center on earth. €2.4 billion in AI and cloud orders in 2025 alone. Then Nokia got embedded inside Anduril's Sentry autonomous defense platform. The Sentry tower deploys in under 3 hours with zero infrastructure required. Every unit deployed to a warfighter anywhere in the world runs Nokia communications technology inside it. AI infrastructure. Hyperscaler optical. Autonomous battlefield communications. Both of these companies made the hardest pivot in business. Away from a dying legacy product toward something the world actually needs. The market has not fully caught up to either of them yet.

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Rob Inmoods
Rob Inmoods@robinmoods·
@dak_shado I hope they will release it when MITO reaches $1 🤣
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katexbt.hl
katexbt.hl@katexbt·
if garbage like this is somehow worth 50m mcap 250m FDV then surely my upcoming retail MMing toolset bags can be worth at least half oh also btw reminder to whoever didnt claim this to claim and DUMP THE FUCK OUT OF IT
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Peri
Peri@Peri_83·
Hoy parece ser que unos 96 Usuarios hemos amanecido con algo más de $ETH en la red de @megaeth en nuestras wallets , comprobarlo y suerte pero creo que viene del Exploit de @purrlend por los pocos usuarios que hemos recibido eso. @FilipAirdrop check this?
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CM
CM@macrobreakdown·
I am speechless at the semis. Totally missed this parabolic move
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wyck 📴
wyck 📴@wyckoffweb·
@0xileri Exactly. As I saw that they were trying to really shrink the supply at TGE.
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wyck 📴
wyck 📴@wyckoffweb·
I just knew a crime pump would happen the moment I saw two things: > The team refunding ICO participants with an option of 6/12 months vesting > The team staking the community airdrop allocation Usually, I don’t hold airdrop tokens for this long. But I decided to hold this particular one till now.
wyck 📴 tweet mediawyck 📴 tweet media
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Filip - Yield & Airdrops
Filip - Yield & Airdrops@FilipAirdrop·
Would've been lovely if it was a site lol: Hyperliquid: 3accs x 3-5m volume each + 10-40k held on hyperevm each wallet past 1 year kther than now Homeapp: 80k exp Hibachi: 8k points extended: 3100 points tradexyz: 3 wallets 1m/2m or so volume each decibel: 200 points variational: 10 points lol ostium: 650 points nado: 400 points Now to just pray for good market and hyperliquid & trade xyz airdrops and this all combined should be worth 15-20k if those two drop probably or maybe more
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pika2zero
pika2zero@ruggedpikachu·
First Points update across major perps dexes in 2026. What's your biggest stack? Variational: 1220 Hibachi: 8040 Nado: 610 Pacifica: 23110 Extended: 1470 Ostium: 460 01 Exchange: 220 Cascade: 30 Lighter: 5M Volume since airdrop Hyperliquid: about 2M Volume this year I stopped farming almost completely earlier this year (only focusing on real trades) but then restarted once i noticed that everybody quit and the numbers made sense again. Whether you're bullish or not, it usually makes sense to farm when nobody else does. So here's how many precious points i accumulated so far.
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Outcome
Outcome@Outcomexyz·
Outcomes are LIVE
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